Count Partner and Customer Cases on Account
In Salesforce, tracking support cases is a core part of maintaining strong client relationships. But not all cases are created equal—Partner Cases and Customer Cases often repres
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Roll Up Opportunity Amount to Account
Tracking revenue at the account level is a foundational need for most Salesforce implementations. Whether you’re managing B2B sales, enterprise partnerships, or long-term cli
Create Task for Lead Owner on Lead Creation
Leads are the lifeblood of any sales pipeline, but capturing them is only the first step. The real game-changer lies in timely follow-up—reaching out while the lead is still warm
Create Task for Opportunity Owner on Stage Change
In a high-performing sales organization, the close of a deal is only the beginning of the next set of responsibilities. Whether it’s revenue splitting, onboarding, or internal ha
Set Case Priority Based on Case Origin
When it comes to case management in Salesforce, not all cases are created equal—and the channel through which a case is raised often signals how urgent it is. For instance, a sup
Handle Recursion in Opportunity Stage Updates
Updating field values based on business logic is one of the most common and powerful use cases for Apex triggers in Salesforce. But when these updates happen during the after updat
Validate Opportunity Creation with Database Methods
Building error-resilient automations in Salesforce isn’t just about writing functional code—it’s about making sure your logic fails gracefully when things don’t go as expec
Sync Contact Owner with Account Owner
Ownership alignment is a critical part of maintaining clean and consistent data in Salesforce. When ownership of an Account changes—whether due to a reassignment, team shift, or
Sync Contact Owner Using Maps
Maintaining data consistency across related records is essential in Salesforce—especially when ownership drives visibility, access, and accountability. One such important relatio